DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,720 | +0.1% | 16,331 | +0.8% | 0.03% | +3.0% |
| Q2 2023 | $531,999 | +3.7% | 16,195 | +1.7% | 0.03% | -2.9% |
| Q1 2023 | $513,069 | +6.5% | 15,919 | +0.4% | 0.03% | +6.2% |
| Q4 2022 | $481,850 | +19.0% | 15,850 | +0.9% | 0.03% | +14.3% |
| Q3 2022 | $405,000 | -10.2% | 15,707 | +0.5% | 0.03% | -3.4% |
| Q2 2022 | $451,000 | -11.9% | 15,628 | +2.2% | 0.03% | +7.4% |
| Q1 2022 | $512,000 | +2.2% | 15,299 | +0.2% | 0.03% | +8.0% |
| Q4 2021 | $501,000 | +1.8% | 15,271 | +1.7% | 0.02% | -3.8% |
| Q3 2021 | $492,000 | – | 15,012 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,423,792 | $46,444,095 | 31.35% |
| RESOURCE CONSULTING GROUP INC | 2,263,128 | $73,823,242 | 14.33% |
| Team Hewins, LLC | 1,719,100 | $56,077,047 | 12.89% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,740 | $52,542,357 | 10.88% |
| Shearwater Capital LLC | 361,323 | $11,786,346 | 10.65% |
| KRAFT ASSET MANAGEMENT, LLC | 328,653 | $10,720,674 | 10.08% |
| BAYSHORE ASSET MANAGEMENT, LLC | 508,568 | $16,589,492 | 9.72% |
| DOPKINS WEALTH MANAGEMENT, LLC | 393,344 | $12,830,868 | 9.71% |
| Disciplined Equity Management, Inc. | 348,004 | $11,351,891 | 9.49% |
| KEB ASSET MANAGEMENT, LLC | 699,296 | $22,811,051 | 9.41% |